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Williams Jones Wealth Management’s Cincinnati Financial CINF Stock Holding History

Williams Jones Wealth Management’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,721
Closed -$201K – 450
2019
Q3 		$201K Buy
+1,721
New +$189K ﹤0.01% 398

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williams Jones Wealth Management's CINF Position: Q4 2019 in Review

Williams Jones Wealth Management sold out of Cincinnati Financial (CINF) in Q4 2019, closing a stake of 1,721 shares — an estimated $201K sold.

Williams Jones Wealth Management first reported a position in CINF in Q3 2019 and held it in 1 quarter. The position peaked at $201K in Q3 2019. 619 funds tracked by Wall St. Rank hold CINF as of Q4 2019.

  • Williams Jones Wealth Management reported no remaining Cincinnati Financial position as of Q4 2019 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,721 Cincinnati Financial shares in Q4 2019, an estimated $201K.
  • Williams Jones Wealth Management first reported a position in Cincinnati Financial in Q3 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Cincinnati Financial position peaked at $201K in Q3 2019.
  • 619 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2019.

Based on Williams Jones Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.